BlackRock 40/60 Target Allocation R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
BlackRock 40/60 Target Allocation Fund Class R Shares BRMPX
- NAV / 1-Day Return 14.45 / 0.00
- Total Assets 799.4M
-
Adj. Expense Ratio
0.840%
- Expense Ratio 0.560%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.75%
- Turnover 47%
USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 10:12 AM GMT+0
Morningstar’s Analysis BRMPX
Will BRMPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 72.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
BlackRock Total Return K | 13.90 | 110M | — |
iShares Core S&P 500 ETF | 10.90 | 86M | — |
iShares 10-20 Year Treasury Bond ETF | 8.02 | 64M | — |
BlackRock Strategic Income Opps K | 7.97 | 63M | — |
iShares US Treasury Bond ETF | 6.90 | 55M | — |
iShares Core Universal USD Bond ETF | 5.93 | 47M | — |
Intl Tilts Master For Br_Mod | 5.23 | 41M | — |
iShares S&P 500 Growth ETF | 4.99 | 40M | — |
iShares Securitized Income Active ETF | 4.99 | 40M | — |
iShares U.S. Equity Fac Rotation Act ETF | 4.11 | 33M | — |